D.L. Carlson Investment Group’s Wells Fargo WFC Stock Holding History

D.L. Carlson Investment Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-44,108	Closed	-$3.53M	–	147
2025 Q2	$3.53M	Sell	44,108 -111	-0.3%	-$8K	0.64%	46
2025 Q1	$3.17M	Sell	44,219 -836	-2%	-$62.8K	0.61%	50
2024 Q4	$3.16M	Sell	45,055 -420	-0.9%	-$28.7K	0.56%	52
2024 Q3	$2.57M	Sell	45,475 -6,000	-12%	-$339K	0.47%	65
2024 Q2	$3.06M	Sell	51,475 -104	-0.2%	-$6.14K	0.59%	56
2024 Q1	$2.99M	Buy	51,579 +1,715	+3%	+$89.7K	0.58%	60
2023 Q4	$2.59M	Buy	+49,864	New	+$2.15M	0.53%	59
2020 Q4	–	Sell	-123,295	Closed	-$2.9M	–	154
2020 Q3	$2.9M	Buy	+123,295	New	+$3.04M	0.61%	61
2020 Q2	–	Sell	-110,909	Closed	-$3.18M	–	152
2020 Q1	$3.18M	Buy	110,909 +40,468	+57%	+$1.72M	1.2%	25
2019 Q4	$3.79M	Buy	70,441 +26,916	+62%	+$1.41M	1.1%	34
2019 Q3	$2.19M	Buy	+43,525	New	+$2.05M	0.69%	55

Other funds holding WFC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

D.L. Carlson Investment Group's WFC Position: Q3 2025 in Review

D.L. Carlson Investment Group sold out of Wells Fargo (WFC) in Q3 2025, closing a stake of 44,108 shares — an estimated $3.53M sold.

D.L. Carlson Investment Group first reported a position in WFC in Q3 2019 and held it in 11 quarters. The position peaked at $3.79M in Q4 2019. 2,657 funds tracked by Wall St. Rank hold WFC as of Q3 2025.

D.L. Carlson Investment Group reported no remaining Wells Fargo position as of Q3 2025 after selling out during the quarter.
D.L. Carlson Investment Group sold 44,108 Wells Fargo shares in Q3 2025, an estimated $3.53M.
D.L. Carlson Investment Group first reported a position in Wells Fargo in Q3 2019 and held it in 11 quarters.
D.L. Carlson Investment Group's Wells Fargo position peaked at $3.79M in Q4 2019.
2,657 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.

Based on D.L. Carlson Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.